
#30: Meb Faber On The Future Of Investment Management
Superinvestors and the Art of Worldly Wisdom
The Importance of Market Cap Waiting
Market cap waiting exposes you to these huge bubbles. It forces you to own the big winners, the McDonalds, the Wal-Mart, the Amazons. But because it has no tether to value, if you use any other voting methodology, it could be weight or whether CEOs were ties or both ties or no ties,. Any other methodology should outperform market cap waiting more time.
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